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Remote Financial Planner Jobs in Oregon (NOW HIRING)

Sr. FP&A Financial Analyst

OR ยท Remote

$85K - $106K/yr

Lumos is looking for a full-time Sr. FP&A Financial Analyst! If you are an experienced financial ... Remote Position: Preferred within the East Coast or Central time zone*** Company Summary Lumos is ...

Senior Demand Planner

OR ยท On-site +1

$80K - $110K/yr

Swedesboro, NJ hybrid or remote options Job Type: Full Time Compensation: This is an exempt role ... Ensure alignment between demand plans, financial forecasts, and operational constraints.

Finance Manager

OR ยท On-site +1

$121K - $154K/yr

Location. This role is remote-based on the continental US. What You'll Do Cross-Functional ... Own financial planning for key functions, with a primary focus on R&D, including budgeting ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

Showing results 21-40

Remote Financial Planner information

See Oregon salary details

$53.4K

$102.2K

$147.5K

How much do remote financial planner jobs pay per year?

As of Jul 27, 2026, the average yearly pay for remote financial planner in Oregon is $102,219.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,400.00 and $107,800.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Remote Financial Planner, and why are they important?

To thrive as a Remote Financial Planner, you need strong analytical skills, comprehensive knowledge of financial planning, and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Exceptional interpersonal skills, self-motivation, and clear virtual communication help build trust and maintain client relationships remotely. These abilities are essential for delivering effective, compliant financial advice and fostering long-term client satisfaction from a distance.

What is a remote financial planner?

A remote financial planner is a professional who helps individuals or businesses manage their finances, investments, and long-term financial goals, but does so primarily through virtual channels such as phone calls, video conferencing, and online platforms. They provide services including budgeting advice, retirement planning, tax strategies, and investment recommendations, all without the need to meet clients in person. This remote setup offers flexibility for both the planner and client, often allowing for a broader client base and more convenient scheduling.

What is the difference between Remote Financial Planner vs Remote Financial Advisor?

AspectRemote Financial PlannerRemote Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependently or with firms, client meetings onlineIndependently or with firms, client meetings online
Industry UsageFinancial planning, wealth managementFinancial planning, wealth management
Primary FocusCreating comprehensive financial plansProviding personalized financial advice

Remote Financial Planners and Remote Financial Advisors often share certifications and work environments. The main difference is that financial planners develop comprehensive plans, while financial advisors focus on personalized advice. Both roles serve similar client needs in the financial industry, often overlapping in duties and qualifications.

How do Remote Financial Planners typically collaborate with clients and colleagues while working offsite?

Remote Financial Planners rely heavily on digital platforms to maintain strong client relationships and collaborate with team members. Video conferencing, secure messaging, and cloud-based financial planning tools are commonly used to conduct meetings, share documents, and track progress on client accounts. Effective communication skills and comfort with technology are essential, as much of the role involves proactive outreach, virtual presentations, and joint planning sessions with colleagues in compliance, investment, or tax advisory. While the work is flexible, staying organized and responsive helps ensure high client satisfaction and smooth teamwork.
What are the most commonly searched types of Financial Planner jobs in Oregon? The most popular types of Financial Planner jobs in Oregon are:
What job categories do people searching Remote Financial Planner jobs in Oregon look for? The top searched job categories for Remote Financial Planner jobs in Oregon are:
What cities in Oregon are hiring for Remote Financial Planner jobs? Cities in Oregon with the most Remote Financial Planner job openings:
Infographic showing various Remote Financial Planner job openings in Oregon as of July 2026, with employment types broken down into 82% Full Time, 12% Part Time, and 6% Contract. Highlights an 100% Remote job distribution, with an average salary of $102,219 per year, or $49.1 per hour.
Sr. FP&A Financial Analyst

Sr. FP&A Financial Analyst

Lumos

OR โ€ข Remote

$85K - $106K/yr

Other

Posted 24 days ago


Job description

Lumos is looking for a full-time Sr. FP&A Financial Analyst! If you are an experienced financial analyst who's excited for a fast-paced experience, ready to help us grow, and ready to recommend process changes that ensure we're harnessing our technology to the best of our ability while broadening our ability to set up and maintain our service, we want to hear from you!

A member of the Financial Organization, the Sr. Analyst will serve as a key support partner to teams across the company (e.g., IT, HR, Operations, etc). The position is responsible for the creation, support, organization, coordination and presentation of data and analyses relating to revenue, cost of revenue, and operating expenditures. This role will bring value by helping drive insights that allow the Senior Leadership team to make informed and thoughtful business decisions.

***Remote Position: Preferred within the East Coast or Central time zone***

Company Summary

Lumos is on a mission to deliver lightning-fast, 100% Fiber Optic internet to the communities that need it most. After the merger of Lumos Networks and North State in 2022, we quickly rose to become a leading fiber internet provider. And as of April 1, 2025, we've joined forces with T-Mobile to launch T-Fiber-a joint venture that blends Lumos' infrastructure expertise with T-Mobile's national reach to bring fiber to more homes than ever before.ย 

We currently connect over 475,000 homes, businesses, and multi-family buildings across nine states in the East and Midwest. With major growth in markets like Ohio, Alabama, Florida, and Georgia-and a shared goal of reaching 12 to 15 million homes by 2030-Lumos is playing a vital role in closing the digital divide.ย 

Our Mission and Values

At Lumos, we are driven by our commitment to a brighter tomorrow. We take pride in being the first to deliver 100% Fiber Optic Internet for families, small businesses, and communities. We know the possibilities of tomorrow can't be built on the infrastructure of yesterday. And when we deliver uninterrupted Internet and limitless capacity, we create new opportunities for everyone.

We believe that the past is over, and the future is fast. That's why we are who we are: the disruptors of the status quo. Guided by our purpose and startup mindset, we step up, move first, and adapt as we go. Here, there's no hierarchy, only hustle.

We are all servant leaders, confident in our purpose and humble enough to pay close attention to the details. We all have the power to help solve problems and find solutions for our customers and teammates - and we do - by putting people first and doing whatever it takes to build loyalty with our customers and within our team.

We're passionate about our customers' experience. Their futures don't stand still, and neither do ours. We'll never stop reinventing ourselves to meet our customers' evolving needs - because we know that our work, delivering 100% fiber optic internet, truly changes people's lives.

Essential Functions

  • Deliver required input for the Monthly Operations Report presented to the Board of Directors.
  • Identify key drivers behind financial results and partner with teams to clearly interpret cost variance drivers.
  • Assist in development of annual operating budget, including bottoms-up budgeting and driver-based budgeting.
  • Assist in development of long-range forecasts (e.g., 5 Year Plan).
  • Model major sales deals to determine if ROI meets established thresholds.
  • Monitor operating expenditures against established budgets.
  • Deliver monthly results to teams at Lumos as well as Lumos Senior Leadership.
  • Identify trends and recommend actions based on sound analysis.
  • Ad hoc reporting and analysis.

Knowledge, Skills, and Abilities Required ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย 

  • Strong project and time management skills required to efficiently move between multiple, concurrent projects.
  • Advanced analytical skills; must be able to work through complex issues with a methodical approach; analyzing complex issues, distilling and communicating relevant aspects. The team members will be expected to proactively drive process improvement.
  • Organizational skills, Strong communication skills, change management mindset, passion for developing and supporting peers, strategic thinking and execution, problem solving, emotional intelligence & passion for learning.
  • Advanced MS Office Suite knowledge and usage; must have the ability to learn and work in internal company applications.
  • High degree of comfort when working with large amounts of data from multiple sources.
  • Strong written and verbal communication skills.
  • Experience with PowerBI, Power Automate, or SQL a plus.

Other Experience & Requirements

  • 3+ years of professional experience.
  • Bachelor's degree in business or a combination of coursework and experience.
  • Excellent organizational skills.
  • Experience forecasting, tracking and reporting sales and expense budgets.

Physical Requirements

  • Frequent sedentary periods using computers, keyboard, and other peripherals.
  • Near-constant use of sight, speech, hearing, comprehension, and reasoning.